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How to fill out the Application For Living Trust Account to open a Trust account online
Filling out the Application For Living Trust Account is a crucial step in establishing a living trust. This guide will provide you with clear, step-by-step instructions to ensure that you complete the form accurately and efficiently.
Follow the steps to successfully fill out the application form.
- Click ‘Get Form’ button to obtain the form and access it in the editor.
- Begin by entering your account eligibility information. Identify whether you are an employee, retiree, relative, or member of a qualifying organization. Provide the necessary identification for each applicable category.
- In the account selection section, specify the type of accounts you wish to open under the Trust: Savings or Checking. Be sure to note that debit cards are not available with Trust checking accounts.
- Fill out the trust information section. Include the name of the living trust, social security number or ITIN, and the date the trust was established. Indicate if multiple trustees can act independently.
- Provide personal details for each trustee including full names, social security numbers or ITINs, dates of birth, addresses, and contact information. Ensure that at least one trustee provides valid identification.
- Review and sign the agreement section. All trustees must sign and date the application to confirm their eligibility and agreement to the terms outlined.
- Ensure you include copies of the necessary documentation, such as trust agreement pages and identification for all trustees. This should include proof of home address for those not already members of Alliant Credit Union.
- Complete the final steps by reviewing the entire form for accuracy. Once confirmed, save your changes, and opt to download, print, or share the application for submission.
Get started on completing the Application For Living Trust Account online today.
To open a trust bank account, you'll typically need a copy of the trust document, the tax identification number for the trust, and identification for the trustee. Having these prepared will facilitate the process. Upon completing the Application For Living Trust Account, you will ensure your trust bank account is established properly.
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